Unofficial QuickBooks Accountants Podcast

Now You Know; QuickBooks December 2025 Updates

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

New Year, New Innovations!

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:48) - QuickBooks Online Innovations (01:44) - Bank Feed Enhancements (06:56) - Client Requests and MasterCard Integration (18:27) - Operational Software Hurdles Removed (19:27) - Text-Based Payroll Management (22:00) - Document Management and Employee Onboarding (28:12) - Tax Impounding and Auto Filing (35:02) - Intuit Intelligence and Business Analytics (42:46) - Upcoming Classes and Events LINKSAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Connect with DanSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Christmas Gifts from Intuit!(Look What I Found Dec 2025)

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to the Christmas Edition (00:59) - QuickBooks Online: New Features and Improvements (01:41) - Account and Settings Updates (02:47) - Banking Feed Enhancements (04:55) - QuickBooks Time Integration (07:04) - Sales Tax Center (17:05) - Modern Reports: New Features (21:03) - Backup and Restore Utility (23:44) - Payroll Agent and Time Tracking (26:25) - Upcoming Classes and Final Thoughts LINKSAlicia’s QBO classes related to this episode:Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Sales Tax: http://royl.ws/SalesTax?affiliate=5393907QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907Alicia’s Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907Alicia’s Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907Rewind for backups: http://royl.ws/RewindAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

How Sweet It Is: Intuit Accounting Suite

SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode:  Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390  DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

But How Do We REALLY Feel?

Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia’s upcoming classes: Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding